Roles
Creating roles helps organize and delegate tasks for different team members for your store to specify different responsibilities for each or restricting/allowing specific access.
Roles are useful when adding new team members to your store by simply selecting a role which easily grants them the right permissions you want them to have access to or not have access to.
Important: Be cautious when granting access to your store. We strongly recommend that only store owners have full permissions. Admins, helpers, and other team members should be assigned roles with limited, task-specific access.
Creating a Role
To create a new role:
Go to the Roles section in your store dashboard.
Click the "New Role" button in the top-right corner.
A pop-up will appear where you can:
Name the role and provide a short description
Choose the specific permissions you want to assign
📋 Need help deciding? You can view the full list of available permissions here.
Once you're done, click Create to save the role.
Where Roles Are Used
Roles are applied on the Team Members page — not here.
To assign a role, go to Access > Team Members
Roles can be selected when:
Inviting a new team member
Editing an existing team member’s access
Tips for Using Roles Effectively
Use descriptive role names (e.g., Support Lead, Billing Viewer)
Create multiple roles for different responsibilities
Review roles regularly to keep access appropriate and secure
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